Ticket to the Next Level

A Fractional CFO is an experienced executive who works for your company a “fraction” of the time. This allows a small business to have the expertise of a CFO without the corresponding full-time salary and benefits. Our CFOs are a member of your executive leadership team – They are your CFO. They just aren’t there all the time. We structure each engagement to match your needed workload and budget.

What does a Fractional CFO do?

  • Helps with specific challenges, such as cash flow issues, low or unknown gross margins, overspending, or getting the books in order.

  • Focuses on the future. Bookkeepers and Controllers keep track of historical transactions in an accurate manner, but the CFO role is different. A Fractional CFO is forward-looking, helping business owners create a roadmap for the company’s growth.

  • Improves company decision making with Budgeting, Forecasting, Management Reporting, KPIs, and Business Intelligence

  • Raises capital (Debt or equity)

  • Builds a foundation that a company can grow on. As a small business exits its “Start-up phase,” things get infinitely more complex. In order to sustain growth, the company needs a strong foundation. A CFO can help your company build more sophisticated systems, processes and strategies that can take it to the next level.

  • Optimizes profit and other performance metrics.

  • Maximizes the value of your company. Whether you are actively planning an exit or not, your company is probably your biggest investment. And its value matters. A Wolcott CFO will not be a cost center for your company, but s/he will drive value.


©2019 by Wolcott Consulting and Financial Services. Proudly created with